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Zimmermann Investment Management & Planning’s VictoryShares Dividend Accelerator ETF VSDA Stock Holding History

Zimmermann Investment Management & Planning’s Portfolio VSDA Stock Details VSDA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-79,309
Closed -$3.67M – 122
2023
Q2 		$3.67M Sell
79,309
-17,804
-18% -$799K 1.71% 22
2023
Q1 		$4.39M Buy
+97,113
New +$4.38M 2.3% 12

Other funds holding VSDA

PFPT
Pinnacle Financial Partners (Tennessee) Nashville, Tennessee $4.18B AUM 16.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GVAG
Great Valley Advisor Group Wilmington, Delaware $5.5B AUM 20.56% 1-Year Est. Return
IRC
Investors Research Corp Atlanta, Georgia $559M AUM 21.55% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
GIA
Gladstone Institutional Advisory Palm Beach Gardens, Florida $2.7B AUM 23.82% 1-Year Est. Return

Zimmermann Investment Management & Planning's VSDA Position: Q3 2023 in Review

Zimmermann Investment Management & Planning sold out of VictoryShares Dividend Accelerator ETF (VSDA) in Q3 2023, closing a stake of 79,309 shares — an estimated $3.67M sold.

Zimmermann Investment Management & Planning first reported a position in VSDA in Q1 2023 and held it in 2 quarters. The position peaked at $4.39M in Q1 2023. 43 funds tracked by Wall St. Rank hold VSDA as of Q3 2023.

  • Zimmermann Investment Management & Planning reported no remaining VictoryShares Dividend Accelerator ETF position as of Q3 2023 after selling out during the quarter.
  • Zimmermann Investment Management & Planning sold 79,309 VictoryShares Dividend Accelerator ETF shares in Q3 2023, an estimated $3.67M.
  • Zimmermann Investment Management & Planning first reported a position in VictoryShares Dividend Accelerator ETF in Q1 2023 and held it in 2 quarters.
  • Zimmermann Investment Management & Planning's VictoryShares Dividend Accelerator ETF position peaked at $4.39M in Q1 2023.
  • 43 funds tracked by Wall St. Rank held VictoryShares Dividend Accelerator ETF as of Q3 2023.

Based on Zimmermann Investment Management & Planning's 13F filing for Q3 2023, filed 31 Oct 2023.